Client Services Officer

Client Services Officer

Location: Remote (Philippines)

Work Arrangement: Remote, Fulltime

Shift: 7:00 AM - 4:00 PM | Monday - Friday

Unlock your potential At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and Philippines supporting our global clients in the accounting industry.

About this role. . .

Our Client Service Officers (CSO) are the core administrative support for our Business Advisory & Tax teams, performing an array of administrative tasks, providing support to their team and maintaining client relationships. The CSO's role directly impacts the outcome and workflow of the team, ensuring maximum effectiveness as well as identifying and providing solutions to potential issues impacting the Partner. As a seasoned Client Services specialist, their role encompasses maintaining and seeking to improve all areas of the client experience and team productivity.

Key Responsibilities:

• Serve as the initial point of contact for client phone queries and visitors, consistently displaying professionalism, service, and timeliness.
• Organise new client meetings and review meetings on behalf of the Partner, including calendar invites, meeting rooms, confirming appointments, client follow-up calls, and rescheduling as needed.
• Liaise with third-party providers such as product providers, government departments, accountants, lawyers, stockbrokers, and financial advisers.
• Assist in the preparation and delivery of client documents.
• Build and maintain team workflow alongside the Partner.
• Collate documents and ensure the Partner is prepared for client meetings.
• Assist in the preparation of application forms and correspondence for clients.
• Liaise with regulatory bodies and financial institutions to obtain and record essential client information, including ATO, ASIC, Fund Managers, and Super Funds.
• Ensure client files are accurately maintained, and information is stored appropriately in accordance with business guidelines.
• Consistently and accurately maintain client files, internal software systems, and platforms.
• Participate in initiatives to enhance the efficiency, effectiveness, and consistency of work completed by the team.
• Perform other duties as necessary to support the service for clients and the business.

About You. . .

Qualifications and Skills:

• At least 5 years of experience in Client Service / Administrative roles within the Accounting industry (preferred)
• Outstanding communication and interpersonal abilities
• Ability to work well in a team environment and be independently motivated
• Excellent time management and prioritisation skills
• Demonstrated application of critical thinking and problem-solving skills
• Strong attention to detail
• Good knowledge of the Microsoft Office suite of products
• Experience with Xero (preferred)
• Willingness to learn and adapt in a dynamic work environment

What's in it for you?

• A competitive salary
• Health Insurance, and Life Insurance coverage
• 21 annual paid leaves
• Annual increase (Annual Performance Review)
• Tenure Recognition Program
• 20+ options of free coffee and chocolate drinks
• Billiards, table tennis, or foosball in our breakout room
• Work-life balance and logging off on time for you to enjoy more personal time.
• A genuinely diverse, caring, supportive and high achieving team environment.
• Ongoing training, development and career progression opportunities
• Free & conveniently located onsite parking.

We live by our VALUES to cultivate and foster growth and innovation.

BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritize compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.

Join TOA Global and experience the difference

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.